SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,019 | +20.5% | 65,554 | +20.6% | 0.92% | +20.8% |
| Q2 2023 | $4,993 | -26.5% | 54,374 | -26.5% | 0.76% | -34.6% |
| Q1 2023 | $6,794 | +62.5% | 73,988 | +61.9% | 1.16% | +65.1% |
| Q4 2022 | $4,181 | -99.2% | 45,710 | +738.7% | 0.70% | +709.2% |
| Q3 2022 | $499,000 | 0.0% | 5,450 | 0.0% | 0.09% | +11.5% |
| Q2 2022 | $499,000 | +0.2% | 5,450 | 0.0% | 0.08% | +20.0% |
| Q1 2022 | $498,000 | 0.0% | 5,450 | 0.0% | 0.06% | +12.1% |
| Q4 2021 | $498,000 | 0.0% | 5,450 | 0.0% | 0.06% | -9.4% |
| Q3 2021 | $498,000 | 0.0% | 5,450 | 0.0% | 0.06% | -5.9% |
| Q2 2021 | $498,000 | -33.2% | 5,450 | -33.1% | 0.07% | -42.9% |
| Q1 2021 | $746,000 | -20.5% | 8,150 | -20.5% | 0.12% | -32.0% |
| Q4 2020 | $938,000 | -8.1% | 10,250 | -8.1% | 0.18% | -20.8% |
| Q3 2020 | $1,021,000 | – | 11,155 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |